Bellwether Capital Management LLC

Bellwether Capital Management LLC (CRD# 153633) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $24,500,000 in 31 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5170 Golden Foothill Pkwy, El Dorado Hills, CA 95762
https://www.twitter.com/bellwethercm
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $790,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Bellwether Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Victor Lai, financial advisor El Dorado Hills CA
Victor K. Lai
CRD#: 4957653
5170 Golden Foothill Pkwy, Ste 111, El Dorado Hills, CA 95762

Victor Lai (CRD# 4957653) is an Investment Advisor Representative working at Bellwether Capital Management LLC in El Dorado Hills, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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